- Alternative investments form two-thirds of Noah Holdings' AUM, highlighting their diversification strategy.
- ARK Wealth Management oversees $8.7 billion in assets under advisement with a team of over 140 global advisors.
- Noah Holdings is focused on expanding into Europe and the Middle East, contingent on regulatory and geopolitical conditions.
Noah Holdings Limited (NOAH, Financial) and ARK Wealth Management unveiled their strategic wealth management framework at two significant financial forums in Hong Kong in May 2025. CEO Zander Yin presented the Strategic Asset Allocation Pyramid Model, emphasizing identity, trust, and wealth preservation as foundational elements for navigating market volatility.
Market uncertainty is a significant concern for 38% of Noah's entrepreneur clients, with over 80% prioritizing risk mitigation. Alternative investments, including private equity and venture capital, constitute approximately two-thirds of Noah's assets under management. The company has observed a growing demand for semi-liquid structures, making these investments more accessible to clients.
ARK Wealth Management, a subsidiary of Noah Holdings, manages $8.7 billion in assets under advisement, supported by a network of over 140 global investment advisors. The firm serves a predominantly entrepreneurial client base, with 70% owned by SME business owners seeking geographic diversification beyond China and the US.
As part of its diversification efforts, Noah Holdings plans to expand its operations in Europe and the Middle East. The firm's strategic recommendations for the complex global environment include allocating assets across multiple geographic markets, maintaining growth investments in sectors like AI, and employing tax-efficient structures for overseas income.
